Chartwell Financial Services - part of            The Lindley Group<br /><ul><li>Established in 1979 as Lindley Trustees
Now one of the premier financial services groups in the North West
100% owned by its shareholding Directors
Lindley group manages in excess of £150m of assets on behalf of individuals, pension schemes and Trusts with an additional...
Specialists in investments for both individual and corporate clients</li></ul>Chartwell Financial Services<br />Chartwell ...
Chartwell Financial Services is a firm of ‘fee based’ independent financial advisers based in Altrincham, Cheshire. We hav...
How can an IFA help with Client Management & Business Development?<br />Chartwell Financial Services<br />Chartwell Profes...
Retaining existing clients year on year
Generating new work from existing clients
Obtaining recommendations from existing clients
Understanding clients needs through formal reviews
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IOntroduction to Chartwell Financial Services

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An introduction to Chartwell Financial Services and the parent group, The Lindley Group

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IOntroduction to Chartwell Financial Services

  1. 1. Chartwell Financial Services - part of The Lindley Group<br /><ul><li>Established in 1979 as Lindley Trustees
  2. 2. Now one of the premier financial services groups in the North West
  3. 3. 100% owned by its shareholding Directors
  4. 4. Lindley group manages in excess of £150m of assets on behalf of individuals, pension schemes and Trusts with an additional £150m of commercial property under SSAS schemes
  5. 5. Specialists in investments for both individual and corporate clients</li></ul>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />
  6. 6. Chartwell Financial Services is a firm of ‘fee based’ independent financial advisers based in Altrincham, Cheshire. We have been providing bespoke financial solutions to both personal and corporate clients since 1992<br />Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />As part of the Private Clients business Chartwell Wealth Management offers holistic financial planning advise on a fee charging basis. We offer a series of risk based investment portfolios on our own wrap which also permits our clients to hold legacy investments and deposits under pension and personal portfolio strategies<br />
  7. 7. How can an IFA help with Client Management & Business Development?<br />Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br /><ul><li>Build long term relationships
  8. 8. Retaining existing clients year on year
  9. 9. Generating new work from existing clients
  10. 10. Obtaining recommendations from existing clients
  11. 11. Understanding clients needs through formal reviews
  12. 12. Regular client communication
  13. 13. Client segmentation and ‘needs’ pulling</li></li></ul><li>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />What are our core qualities?<br /><ul><li>Excellent Qualifications
  14. 14. Strong Reputation
  15. 15. Clear Areas of expertise
  16. 16. Exceptional service
  17. 17. Focus on advice not sales
  18. 18. Trust & integrity
  19. 19. Flexible remuneration
  20. 20. Commitment to an ongoing client relationship</li></li></ul><li>Our Services to Accountants & Tax Advisers<br /><ul><li>Corporate & M&A
  21. 21. Succession & exit planning
  22. 22. Business & corporate protection
  23. 23. Shareholder protection
  24. 24. Keyperson protection
  25. 25. Relevant life policies
  26. 26. Commercial property purchase via pensions
  27. 27. SAS Professional Trustees since 1979
  28. 28. SIPP
  29. 29. Corporate investment strategies
  30. 30. Owner Manager retirement planning
  31. 31. Funding for business growth
  32. 32. Risk based investment management</li></ul>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />
  33. 33. Our Services to Accountants & Tax Advisers<br /><ul><li>Group risk & employee benefits
  34. 34. Assist with recruitment & retention of key staff
  35. 35. Executive benefits provision
  36. 36. Installation & management of risk benefits
  37. 37. Claims management
  38. 38. Flex benefits
  39. 39. Staff benefits online access
  40. 40. Group Pensions
  41. 41. Suitability analysis of existing schemes
  42. 42. Comply with current and new rules (Stakeholder and NEST)
  43. 43. Installation & management of pension scheme
  44. 44. Bi-annual staff pension surgery
  45. 45. Advice for retiring staff</li></ul>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />
  46. 46. Our Services to Solicitors<br /><ul><li>Corporate & M&A
  47. 47. Succession & exit planning
  48. 48. Business & corporate protection
  49. 49. Shareholder protection
  50. 50. Keyperson protection
  51. 51. Relevant life policies
  52. 52. Commercial property purchase via pensions
  53. 53. SAS Professional Trustees since 1979
  54. 54. SIPP</li></ul>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />
  55. 55. Our service to Solicitors<br /><ul><li>Matrimonial & Family Law
  56. 56. Pension Splitting & Sharing Orders
  57. 57. Post divorce financial planning
  58. 58. Rebuild investment & pension strategies
  59. 59. Replace lost life cover/family protection</li></ul>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br /><ul><li>Estate & Trustee Investment Advice
  60. 60. Discounted Gift trusts & Loan trusts</li></li></ul><li>Our Services to Solicitors<br /><ul><li>Trustee Review Service
  61. 61. Risk management for professional trustees
  62. 62. Compliance with Trustee Act 2000
  63. 63. Risk based investment management
  64. 64. Deposit management review service
  65. 65. Court of Protection and Personal Injury Trusts
  66. 66. Risk graded investment strategies
  67. 67. Periodic Payments – management of income
  68. 68. Personal Injury
  69. 69. Post settlement advice
  70. 70. Specialist Services</li></ul>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />
  71. 71. What’s in it for you?<br /><ul><li>Reinforce long-term, high value, high quality client relationships
  72. 72. Attract more clients within your preferred market segments
  73. 73. Improve levels of client referral
  74. 74. Increase levels of business from existing clients
  75. 75. Maximise efficiency and profitability
  76. 76. Build holistic advice proposition</li></ul>Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />
  77. 77. Q&A?<br />Chartwell Financial Services Lindley Court Scott Drive Altrincham Cheshire WA15 8AB<br />T. 0161 929 3500 F. 0161 929 3501 E. info@chartwellfs.com W. www.chartwellfs.com<br />Chartwell Financial Services<br />Chartwell Professionals<br />Our Core Qualities<br />Services to Accountants<br />Services to Solicitors<br />What’s in it for you?<br />Q&A / Next Steps<br />Chartwell Professionals and Chartwell Wealth Management are trading styles of Chartwell Financial Services Limited who is Authorised & Regulated by the Financial Services Authority. Registered in England 02578206<br />

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